Users also can show the data in charts and graphs, if wanted. Stock History is an Excel function that provides access to historical data on stocks, funds, bonds and currency. About half of Microsoft 365 subscribers currently have access to it, according to Microsoft's announcement.
The Stock History feature for Excel is available for Office 365 beta testers. The FAQ added that "there may be occasions when Money in Excel engineers will need to look at anonymized data to fix a problem or to train our technology to be more accurate."
We do collect it and provide it to you to meet your personal finance needs and improve how Money in Excel works. Microsoft claims in the FAQ to just use your financial information in Money in Excel to improve the service: Plaid will not have access to your Microsoft 365 login credentials. financial institutions." Oddly, users will have to agree that Plaid has access to their financial data, according to the FAQ:Īfter granting permission for Plaid to connect a financial account with Money in Excel, Plaid will have access to the account's balances, transaction history, and associated account information, like owner name and address. The announcement indicated that "Plaid currently supports most major U.S. The Plaid plug-in is used to connect to a user's financial information. In addition, users need to get a "third-party plugin" from Plaid, which is Microsoft's partner on the Money in Excel feature.
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Money in Excel is described as an Excel "template or add-in" that needs to get downloaded for use in the Excel spreadsheet program (the download page can be found here).
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It works on the Mac (macOS version 10.9 or newer) or PC (Windows 10 version 1903 or newer) platforms, as well as Excel for the Web (a browser-based application). market, according to a Microsoft FAQ, but a worldwide expansion is planned.
Money in Excel is currently just supported in the U.S. This template for Excel is notable for offering a graphic "snapshot" view of spending month over month, and it'll send alerts on "increases in your subscription fees, changes in bank and overdraft charges, or any big purchases that were posted during the month." It's also possible to add customized spending categories on top of what's included in Money in Excel. Once it's set up, Money in Excel can receive data from "bank, credit card, investment and loan accounts," Microsoft's announcement explained. In addition, last week Microsoft announced a beta preview release of Stock History in Excel for Microsoft 365 subscribers. launch of Money in Excel, which lets users of Microsoft 365 Personal or Microsoft 365 Family products pull their financial information into spreadsheets and charts. Microsoft announced a couple of notable Excel features this month for people who keep track of financial matters.
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